The UBS Germany Donor-Advised Foundation (DAF) provides a simple and cost-effective alternative to establishing your own private charitable foundation or grant-making entity. Our specialized Donor-Advised Funds offer a tax-efficient solution for setting up a charitable account, enabling you to support German-registered and tax-exempt charities, including universities and more.

Why choose a UBS Germany Donor-Advised Foundation

UBS leverages extensive expertise in philanthropy and wealth management, proudly recognized as a global leader in philanthropy services since 2007.

Whatever your charitable goals, the UBS Germany Donor-Advised Foundation offers a simple and effective way to manage your philanthropic objectives with confidence and ease.

How our Donor-Advised Foundation works

The UBS Germany Donor-Advised Foundation offers you a truly flexible way to make charitable donations to your favorite causes. Whether you want to give money now or let it grow to give away later, you can manage your DAF easily and effectively.

Diagram showing how the UBS Donor-Advised Foundation works

1. Setting it up

A Donor-Advised Foundation can be established with a UBS account by any German resident or domiciled taxpayer, whether an individual or a company. You can also choose to open a UBS account solely for holding assets within the DAF, ensuring a focused and flexible philanthropic solution.

Benefits of establishing a Donor-Advised Foundation with UBS Germany

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Simplicity and flexibility

We handle all the administration at no cost to you. You can choose the charities you want to support with grants of any size, as often as you wish.

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Anonymity

We protect your privacy with the option to make grants to charities anonymously.

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Charity tax relief

We will add to your UBS DAF account any tax we can reclaim on your charitable donations.

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Family oriented

Nominated family members can oversee your DAF account and make charitable donations accordingly, both during your lifetime and after your passing.

Learn more about the Donor-Advised Foundation in our video

Please watch our video, where Tom Hall, Head of Philanthropy Services explains more about the benefits of charitable giving through our UBS Donor-Advised Foundation.

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      How do I know if I need a UBS Donor-Advised Foundation account?

      Determining whether a UBS Germany DAF account aligns with your charitable planning vision begins with asking the right questions. If you find yourself answering “yes” to several of these, the UBS Germany Donor-Advised Foundation could be an ideal solution for you:

      • Do you have charitable giving goals, such as donating a percentage of your wealth to children's charities?
      • Would you like the option to make charitable donations anonymously?
      • Would you like to involve your family in your charitable contributions and decisions?
      • Would you like a charitable fund that continues after your death?
      • Would you like the flexibility to review and change the charities you give to?
      • Are you unsure about which charities to support but know that you want to put money aside now for philanthropic purposes?

      For the next steps, please contact your Client Advisor for guidance on establishing your DAF tailored to your charitable giving preferences.

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      1See: https://www.ubs.com/global/en/wealth-management/about-us/awards.html

      *Based on our understanding of current tax legislation and applicable rates. These may change in the future and may not apply to your individual circumstances. UBS does not give tax advice.

      **The price and value of investments and income derived from them can go down as well as up. Capital held in this account is therefore at risk.

       

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